How loss and success laid the foundation for financial innovation

When Jeremy, Founder of Olomon, was 11, he lost his father to cancer. In the midst of their grief, his family was fortunate to have what they needed to cover the mounting medical bills and move forward. Things were simpler then, records were kept in a filing cabinet, and his organized father prepared them well. And still, Jeremy felt sudden pressure to step up for his family in a time of great need. That sense of responsibility never left him.

28 years later, Jeremy faced a new challenge. After several ventures and a growing estate, he sold his software company, Kindful, to a private equity company, JMI. This moment of celebration felt overwhelming.

He was suddenly responsible for managing new assets, navigating complex tax scenarios, and making high-stakes investment decisions.

“At Kindful, we had built this aggregated system that gave nonprofits a powerful system of record for their fundraising and administrative needs,” he said. “But, ironically, I was struggling to keep my own financial records timely and accurate, and my advisors weren't set up to help me.”

Everything felt fragmented, scattered across platforms, advisors, and spreadsheets. It's like the info he needed got lost in a black hole.

He'd discovered a glaring absence in personal finance, effective collaboration and visibility. He'd hired a financial advisor, an estate attorney, and other professionals, expecting some cohesion to emerge. But instead, everything remained siloed.

Over time, he realized something critical: No one could pull the pieces together for him. It wasn't a failure of his team, it was a gap in the tools. If he wanted a true grasp on his finances, he had to figure it out himself.

So he brought in his former CFO to help build a living balance sheet. But the moment it was done, it was already outdated. New investments were made. Values shifted. Assets were sold. And that didn't begin to cover the higher-level KPIs he needed to make meaningful decisions. Plus, he found himself repeating the same information to different advisors, wasting countless hours trying to get aligned.

That's when the vision for Olomon became clear. People needed a smarter way to see their whole financial picture and collaborate with their financial team, an easy way to connect the dots in real time between assets, liabilities, entities, and advisors.

So Jeremy reached out to his former teammates and they began building the solution: a powerful new financial tool that would offer true peace of mind to wealth holders and their loved ones, setting them up for a fulfilling future. With his award-winning team supporting his vision, Olomon took shape.